Show the Accounting Periods Start and End Dates on the Home Dashboard

To be able show the start and end date of accounting periods on the Home Dashboard, please refer to the steps below:

1.    Navigate under Setup > Accounting > Manage Accounting Periods.

2.    Click on the Search link on the upper left hand portion of the screen.

3.    You will be redirected to the Accounting Period Search.

4.    Click on the Create Saved Search button.

5.    On the Criteria tab, add a filter for Formula (Text) and set the following description:

• select Closed on the Field dropdown

• {closed} will be automatically added on the Formula field

• select is not on the Formula (Text) dropdown.

• Hit Set

6.    Set the following on the Results tab:

• Name

• Start Date

• End Date

7.    Assign a search title.

8.    Click Save

9.    To expose the search on the Home Dashboard, click on Personalize Dashboard link on the Home tab.

10.  Click on Custom Search under the Standard Content folder.

11.  On the newly added custom search, select Set Up and select the following:

• Search = select the accounting period search

• Set Drill Down Preference

12.  Click Save.